Here is how The Online 401(k) can help RIAs:

Our turnkey list of Mutual Funds has been designed to meet your needs. Depending on your choice of custodian (Charles Schwab & Co, Inc. or Matrix), you will offer your client a fund list with:

• "A" Shares at NAV
• No-load funds

*How do I get paid?

Most RIAs charge their 401(k) clients between 50 and 100 bps on the assets in the plan for the services they render (investment selection, monitoring, participant’s education, etc.). Whether you select Schwab or Matrix as your custodian, The Online 401(k) can debit your RIA fees directly from the assets in the plan and journal the fees to your master account or issue a check in your name (quarterly, small fee applies).

*Are there any discounts for my clients?

Glad you asked! If you are a member of our Road to Retirement (R2R) Network, your clients qualify for a discount on their 401(k) fees. Learn more about how to join the R2R Network.